All change for DB transfers - Issue 11
Over one-third of transfer quotations paid out for the first time – but quotation requests fall.
My name is Clive and I am a pensions actuary with over 10 years' experience.
I advise a wide range of trustees and pension scheme sponsors, with particular experience in helping clients manage their PPF levies, negotiate funding valuations and with their financial reporting requirements.
I am a liability management specialist and I have helped a number of large schemes reduce costs and risks by implementing and communicating new member options.
Clive repeatedly provides excellent feedback and assistance on a number of technical matters.
My viewpoint
Support your DB members at retirement with access to robust financial advice
In this blog, Clive Harrison asks questions of DB transfers following a record year of transfer activity. How do we know that the right members are transferring? And how do we protect members from making ill informed decisions when it comes to their DB pension options?
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